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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
KCS Wealth Advisory
California
$5.28M +$1.65M +27,537 +45%
AFP
152
Ausdal Financial Partners
Iowa
$5.26M +$165K +2,739 +3%
AWS
153
Atria Wealth Solutions
New York
$5.19M +$5.26M +87,507 New
AF
154
Advisornet Financial
Minnesota
$5.15M -$2.41M -40,168 -32%
MPIA
155
Mountain Pacific Investment Advisers
Idaho
$5.14M +$10.1K +168 +0.2%
MA
156
Marshfield Associates
District of Columbia
$5.14M -$344K -5,720 -6%
LFA
157
Landmark Financial Advisors
Kentucky
$5.12M -$180K -2,988 -3%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$4.94M +$5.01M +83,329 New
TB
159
Treynor Bancshares
Iowa
$4.91M -$629K -10,467 -11%
CAG
160
Compass Advisory Group
New York
$4.86M -$3.9M -64,969 -44%
WP
161
WealthShield Partners
North Carolina
$4.8M +$4.38M +72,841 +901%
EF
162
Empowered Funds
Pennsylvania
$4.79M +$4.86M +80,936 New
SHWM
163
Smith & Howard Wealth Management
Georgia
$4.72M -$170K -2,827 -3%
SGCA
164
Steel Grove Capital Advisors
Tennessee
$4.69M -$257K -4,278 -5%
ASN
165
Advisory Services Network
Georgia
$4.67M -$116K -1,934 -2%
Bank of New York Mellon
166
Bank of New York Mellon
New York
$4.67M +$4.43M +73,798 +1,493%
LHWM
167
Lake Hills Wealth Management
Texas
$4.5M +$4.56M +75,950 New
SCP
168
Seizert Capital Partners
Michigan
$4.49M -$50.7K -844 -1%
OPS
169
Orion Portfolio Solutions
Nebraska
$4.48M -$694K -11,543 -13%
CAC
170
Certified Advisory Corp
Florida
$4.46M -$606K -10,092 -12%
CPWM
171
Cypress Point Wealth Management
Texas
$4.29M +$1.5M +25,000 +53%
EWM
172
Elmwood Wealth Management
California
$4.09M +$89.9K +1,496 +2%
BCM
173
Beaumont Capital Management
Massachusetts
$4.06M +$4.12M +68,530 New
FCCM
174
First City Capital Management
Georgia
$3.96M +$13.2K +220 +0.3%
Deutsche Bank
175
Deutsche Bank
Germany
$3.95M

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.